See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,852 | $138,065-52.3% | $123,544-46.7% | $135,375-51.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.16% | 153.68%-147.5pp | 119.20%-113.0pp | 519.73%-513.6pp |
| Employer contribution / active EE | $1,919 | $5,151-62.7% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $9,012 | $6,799+32.5% | $6,426+40.3% | $5,609+60.7% |
| Admin fee / account holder | $1,505 | $10,916-86.2% | $9,284-83.8% | $10,827-86.1% |